Elzweig

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  Advisors More Likely to Switch Firms With Family’s Approval

  By Gil Weinreich, AdvisorOne  |  May 9, 2013

  Memo to recruiters: A focus on the financial advantages of switching firms may ultimately be less effective than demonstrating how a move might improve the advisor’s work-life balance.

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  The Future of Advice

  By Ellen Uzelac  |  February 1, 2011

• LPL Financial Shares IPO Plans; On Track to Rival Wirehouses

  By Janet Levaux, AdvisorOne  |  July 1, 2010

  LPL Financial filed statements with the SEC in early June 4 to go public with an estimated $600-million stock offering. The independent broker-dealer has 12,026 independent...

• LPL Financial's IPO: The Competitive Equation

  By Janet Levaux, AdvisorOne  |  June 7, 2010

  LPL Financial, which filed an S-1 statement with the SEC on June 4, to go public with a stock offering, had 11,950 affiliated representatives as of April 1, 2010, a self-reported number gathered as part of Investment Advisor's broker/dealer survey.

• LPL Financial's IPO & Its Impact: Beating the Brokerage Competition

  By Janet Levaux, AdvisorOne  |  June 7, 2010

  With 12,026 advisors, LPL Financial is the fifth-largest U.S. broker-dealer. Its IPO and growth plans could allow it to surpass its larger publicly traded wirehouse rivals (Morgan Stanley, Merrill Lynch and Wells Fargo) within a year or two, experts say.

• Sick of Recruiters

  By Jane Wollman Rusoff  |  May 1, 2010

  In the Wall Street jungle, advisor headhunters could be an endangered species. Sounds far-fetched? Just listen to one top veteran recruiter: "The recruiting model is essentially dead...